President

Ryan Thomas, CPA, CFP^®
Column Capital
(317) 663-6508

Ryan will serve as President during 2019 and 2020.

President Elect

Mychal Eagleson, CFP^®, AIF^®, ChSNC^®
An Exceptional Life Financial
(317) 941-6492

Mychal will serve as President Elect during 2019 and 2020.

Secretary

Cassi Vanderpool
Bedel Financial Consulting, Inc.
(317) 843-1358 x 222

Chairman

Doug Rotman, CFP^®
True Wealth Stewards
(317) 567-9006

Doug will serve as Chairman during 2019 and 2020.

Treasurer

Elizabeth M. Braden, CFP^®
(765) 631-2163

Membership Director

Joe Gianoli, CFP^®, APMA
TIAA
(317) 706-6229

Program Co-Director

Mychal Eagleson, CFP^®, AIF^®, ChSNC^®
An Exceptional Life Financial
(317) 941-6492

Program Co-Director

Don Penn, CFP^®, RFC, PPC
Financial Planning Consultants
(317) 843-8302

Pro Bono Co-Director

Chad Reed, CPA, CFP^®
Valeo Financial Advisors, LLC
(317) 218-6007

Pro Bono Co-Director

Nathan Carmany, CFP^®

Watermark Wealth Management
(317) 805-0840

Sponsorships & Meeting Greeters

Benjamen Banks, CFP^®

Forum Private Client Group
(317) 558-6065

NexGen Director

Kate Arndt, CFP^®
Bedel Financial Consulting, Inc.
(317) 843.1358 ext. 247

Public Relations and Social Media Director

Interested?

Email our Chapter Executive, Roxanne McGettigan @ [email protected]

At Large Director

David Lumley, CFA, CFP^®

Raymond James Financial Services
(317) 218-3156

At Large Director

Adam Cmejla, CFP^®

Integrated Planning & Wealth Management
317.706.4748

At Large Director

David Ritchey
ALPS
(614) 397-8008

At Large Director

Vincent Viveros, CFP^®

Charles Schwab
(310) 941-6805

Chapter Executive

Roxanne McGettigan
FPA of Greater Indiana
(317) 373-1355